Tax Services Tiers
Fast, Accurate, and Protected Tax Filing
At Reconcile Point LLC, we provide professional tax preparation for individuals and small businesses across South Carolina, Georgia, and North Carolina.
Every return includes federal and state filing, three years of audit defense, one year of identity protection, and the option to pay directly from your refund.
We also assist clients in other eligible U.S. states within our authorized service area.
(Service not available in CA, NY, MD, OR, CT, NV, or IL.)
No hidden fees. No upfront payments.
Our focus: accurate filings, flat-rate pricing, and dependable service for every taxpayer.
Pay From Your Refund
Most 1040 filers choose our Pay-From-Refund option — no up-front payment required.
Your preparation fee is deducted automatically from your federal refund once issued, and your remaining balance is deposited directly to your account.
No credit cards. No out-of-pocket payments. No delays.
A faster, simpler way to file your taxes and receive your refund.
Audit Defense & Identity Protection
Every tax return prepared through Reconcile Point includes no-cost audit defense and identity protection as part of your filing.
This coverage provides:
• Three years of audit defense for the specific return we prepare — including notice review, response assistance, and guidance through resolution if contacted by the IRS or a state tax agency.
• One year of identity protection, including monitoring for suspicious tax-related activity and restoration support if your personal information is misused.
You’re covered automatically — no enrollment steps, no additional fees, and no upsells.
Protection activates as soon as your return is accepted by the IRS.
Individual 1040 Tax Returns
We prepare complete federal and state filings for:
• W-2 employees
• Students, retirees, and first responders
• Families with dependents, deductions, or education credits
Every return includes:
• Federal and one state filing
• Secure e-signature and encrypted document upload
• Built-in audit and ID protection
Crypto & Investment Tax Filing
We accurately prepare and report investment and cryptocurrency activity based on 1099 and brokerage-provided statements.
This includes:
• Stock and ETF transactions (Form 8949 & Schedule D)
• Cryptocurrency sales and disposals reported on 1099 forms
• Capital gains reporting aligned with available IRS documentation
Small-Business Tax Preparation
For sole proprietors, LLCs, and S-Corps, we provide complete, compliance-ready filings:
• Schedule C and E returns
• Multi-state or rental-income reporting
• Business returns (Forms 1120-S and 1065)
• K-1 preparation with linked owner 1040 filing
Transparent Pricing
Our pricing is flat-rate and form-based — you pay only for what your return requires.
Federal and one state are included in every package; multi-state filings add $75 per additional state.
You’ll always receive a clear quote before your return is filed.
(We do not file in states requiring special tax-preparer licensing.)
Ready to File?
Start your return securely online.
After completing your intake form and uploading documents, you’ll receive:
1. A personalized price confirmation before filing,
2. Details of your included audit and ID protection, and
3. The option to pay directly from your refund or by card.
4. Then return complete and link for review/30 min review with Tax Professional prior to e-File submission.
Get started today — transparent, secure, and professional tax preparation for the Lowcountry and beyond.
Comprehensive Tax Services in South Carolina, Georgia, and Charleston
Taxes. They can feel like a maze, right? At Reconcile Point LLC, we make it a lot less scary. Whether you’re in Summerville, strolling through Charleston, or managing life in Georgia, our team has your back. We focus on individual tax preparation, making sure every number lines up and every deduction is considered. No guessing games, no stress-induced headaches.
Our Summerville Tax Service helps locals get their returns done right. From simple W-2 filings to slightly more complicated situations, we guide you step by step. We know South Carolina rules, we know Georgia rules, and yes, we know the little quirks that can trip people up. It’s not just about filling forms—it’s about making sure your money goes where it should.
For residents in Charleston, our tax services Charleston SC clients are all about clarity and speed. You don’t have to wade through pages of confusing instructions or call the IRS endlessly. We take care of the heavy lifting. One-on-one guidance, tailored tips, and a process that actually makes sense.
And if you’re thinking about your Tax Return in Georgia, don’t worry. We’ve prepared hundreds of returns across state lines. We make sure everything’s compliant, accurate, and on time. Tax preparation for individual in South Carolina, we focus on what matters to you—your income, deductions, credits, and peace of mind.
Tax Preparation Tier
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$300 / return
Includes: Federal + 1 state return
Form Examples: W-2, SSA-1099, 1098-T (examples only)
Coverage: 3 years audit defense · 1 year ID protection
Recommended For:
• Retirees or pension recipients
• Students
• First responders or military personnel
• Fixed-income taxpayers
Description:
Streamlined filing for individuals with straightforward income. Accurate preparation, fast turnaround, and no hidden costs — built for simplicity and reliability.
Core Services:
• Federal and one state e-file
• Income entry and deduction review
• Education and dependent credit checks
• Year-end summary for record keeping
• Electronic signature and secure upload
• Audit defense and ID protection included
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$350 / return
Includes: Federal + 1 state return
Form Examples: 1040, W-2, 2441, 8863, 1099-NEC/1099-K (examples only)
Coverage: 3 years audit defense · 1 year ID protection
Recommended For:
• Employees with multiple W-2s
• Families claiming dependents
• Homeowners claiming deductions
• Renters and gig workers with 1099 income
Description:
Ideal for most individual taxpayers — including DoorDash, Uber, and other platform earners. Simple 1099 income is included at no additional cost. Balanced coverage for dependents, deductions, and standard or itemized credits.
Core Services:
• Federal and one state filing
• Dependents, CTC, and EIC credits
• Education and student-loan deductions
• 1099 income entry and reporting for gig work
• Itemized or standard deduction optimization
• Electronic signature and secure document upload
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$450 / return
Includes: Federal + 1 state return
Form Examples: 1040, Schedule C, SE, 4562 (examples only)
Coverage: 3 years audit defense · 1 year ID protection
Recommended For:
• LLC owners or formal business operators
• Contractors with structured business operations
• Small service-based businesses
Description:
For self-employed individuals or LLC owners needing full business expense reporting and compliance support. Covers advanced deductions and business asset management.
Note: Simple gig workers (DoorDash, Uber, Instacart, etc.) remain included in the Essential 1040 Tier at no additional cost.
Core Services:
• Federal and one state filing
• Schedule C income and expense reporting
• Depreciation and mileage tracking
• Home-office or business-use-of-home deductions
• Year-end summary with Profit & Loss overview
• Secure file upload and document delivery
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$1,050 Base / return
Includes: Business entity federal return + 1 state
Form Examples: 1120-S or 1065 with K-1s (examples only)
Coverage: 3 years audit defense · 1 year ID protection
Recommended For:
• LLCs filing as S-Corps or Partnerships
• Multi-member LLCs with K-1 allocations
• Small businesses requiring entity-level filings
Description:
Comprehensive filing for business entities. Ensures accurate income allocation, K-1 distribution, and seamless owner reconciliation between business and personal returns.
Core Services:
• Federal and one state filing
• Business income and expense reporting
• K-1 preparation and owner reconciliation
• Year-end filing summary for owner 1040 linkage
• Secure document storage and PDF delivery
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$575 / return
Includes: Federal + 2 state returns
Form Examples: 1040, Schedule E, Multi-State (examples only)
Coverage: 3 years audit defense · 1 year ID protection
Recommended For:
• Rental property owners
• Residents with income from another state
• Investors with multiple property filings
Description:
Tailored for clients managing rental or out-of-state income. Covers federal, resident, and non-resident returns with clear, transparent pricing based on complexity. All pricing is confirmed before filing.
Core Services:
• Federal and two state filings
• Schedule E property income reporting
• Rental depreciation tracking
• Multi-state credit reconciliation
• Year-end summary and secure report archive
Complexity & Pricing Guidelines
Transparent pricing adjusts only when your return requires additional time or documentation.
Number of Properties
Up to 2 properties
3–4 properties + $100 · 5+ custom quote ($700–$850 typical)
Depreciation Schedule
Prior-year schedule provided
New schedule setup + $75 per property
Record Format
Annual statements from manager/CPA
Manual records or spreadsheets + $50–$100
Rental Type
Long-term traditional rental
Short-term (Airbnb, VRBO with 1099-K) + $50
State Count
Resident + 1 nonresident state
Each additional state + $75
Mixed Income Sources
W-2 or simple 1099 with rental
Rental plus business income (Schedule C or K-1) moves to Business Return Tier
Pricing Transparency:
Rental and multi-state returns start at $575 for up to two properties and two states. Additional complexity is assessed up-front and approved before filing—no surprises, no hidden fees.
Add-Ons & Specialized Filing Options
Add-ons apply only when additional IRS forms or complex reporting are required beyond your tier package. All pricing is confirmed up-front before e-file authorization.
Extra State Return
$75 / state
Trigger: More than one state of residence or income.
Includes: Additional state income-tax filing and reconciliation with federal return.
Amended Return (1040-X)
$350+ / return
Trigger: Corrections to a previously filed tax year.
Includes: Full redraft, IRS re-submission, and updated state filings if applicable.
Schedule A – Itemized Deductions
$75
Trigger: Mortgage interest, property taxes, donations, or medical expenses (7.5% AGI threshold) exceeding standard deduction.
Includes: Detailed entry, documentation review, and deduction optimization.
Schedule B – Interest & Dividends
$25
Trigger: Over $1,500 in combined interest and dividend income, or 6–15 total 1099-INT/1099-DIV forms.
Includes: Reporting of all bank and brokerage 1099-INT/1099-DIV forms, Schedule B preparation, and documentation review.
$50
Trigger: 16+ interest/dividend forms, multiple brokerages, or dividend adjustments (return of capital, non-taxable distributions, etc.).
Includes: High-volume reporting, reconciliation of multiple statements, and Schedule B preparation.
Included at no extra charge:
• Up to $1,500 total interest and dividend income
• Up to 5 combined 1099-INT/1099-DIV forms with simple reporting
Schedule D – Capital Gains (21–200 Transactions)
$100
Trigger: Sale of stocks, ETFs, or crypto with 21–200 transactions.
Includes: Form 8949 and Schedule D filing from consolidated brokerage or crypto 1099 statements.
Schedule D+ – High-Volume (201+ Transactions)
$150
Trigger: More than 200 transactions reported on 1099-B or 1099-DA.
Includes: Data import, consolidation, and summary reporting for IRS compliance.
Schedule E – Rental Property Income
$100+ / property
Trigger: One or more rental properties.
Includes: Income and expense reporting, depreciation entry, and annual summary by property.
Crypto / Investment Reconciliation
$150+
Trigger: Multiple 1099-B or 1099-DA forms from different brokerages.
Includes: Combined capital-gains summary and year-end report preparation (no wallet reconciliation).
Multi-Property / Multi-State Adjustment
$100–$200
Trigger: Three or more properties or filings across multiple states.
Includes: Additional depreciation, property schedules, and state-credit reconciliation.
Tax Planning Projection (Optional)
$100 / session
Trigger: Client requests an estimated tax projection or planning analysis.
Includes: Custom calculation using prior-year data and current-year estimates to forecast liability.

